2023 Form 5500 filing — Groz-Beckert Usa, Inc. 401k Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710063531NAL0008392899001) for Groz-Beckert Usa, Inc. 401k Profit Sharing Plan, reported by Groz-Beckert Usa, Inc. under EIN 57-0778936 and plan number 003. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710063531NAL0008392899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Groz-Beckert Usa, Inc.
- EIN
- 57-0778936
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,062,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,062,634
- Employer contributions
- $357,378
- Participant contributions
- $453,318
- Total income / additions
- $2,531,770
- Benefits paid
- $2,690,505
- Administrative expenses
- $33,359
- Total expenses
- $2,723,864
- Net increase / (decrease)
- -$192,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/DEALER | $0 | $25,148 |
| Hunter Benefits Consulting Group | THIRD PARTY ADMINISTRATO | $0 | $12,242 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |